While Budget 2025 is expected to bring refinements that could further elevate certain industries, a critical shift in the ...
We believe Oriental Land’s financial strength is sound. The company has historically positive free cash flow and maintained debt/capital ratio of below 30% in the past decade. Oriental Land keeps ...
Walgreens has struggled as foot traffic at its stores dwindle and pharmacy business faces slimmer reimbursement rates on ...
I critique Baxter International's capital allocation decisions, stating the stock is not suitable for popular investment strategies. See why I rate BAX a sell.
Dover sells critical components and installable equipment that compete on performance—not price—and generate lucrative, recurring aftermarket revenue. Many of its subsidiaries are GDP-plus businesses ...
That the government’s fiscal deficit is narrowing in spite of an economic slowdown is commendable. The heavy lifting to support growth will have to be done by RBI via policy rate cuts.
The bid process covering a floating production, storage and offloading vessel for the third phase of Eni’s high-performing ...
In 2018, 22 On Sloane conducted a study with the World Bank, in which we highlighted the Unseen Sector Report (2018), that ...
The government’s focus on maintaining existing highways and building complex projects pushed down actual highway construction ...
The government must leverage the Union Budget to initiate comprehensive efforts aimed at enhancing the entire human capital ...
The post-budget period is expected to witness continued focus on these structural growth areas, even as challenges like capex ...